Tax Senior Manager, Private Wealth
Baker Tilly US
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Location: Frisco, TX Responsibilities Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities. Perform technical review of complex individual, partnership, S-corp, trust, estate, gift and state tax returns. Lead multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax. Advise and make recommendations to clients on business succession planning. Build on technical competence by keeping up-to-date on trends, developments and technical authorities and applying them to complex situations. Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met. Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients. Invest in professional development individually and through firm-wide learning and development programs. Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals. Qualifications An undergraduate degree in Accounting or related field required. CPA, MST or JD/LLM required. Eight (8) or more years of experience in tax return review and planning for wealthy individuals, family members and their trusts, investment entities, and private businesses, with strong experience in personal taxation, trust taxation, estate & gift taxation, charitable taxation, and exposure to flow-through entities, partnership taxation and corporate taxation, including SALT/Franchise tax for multi-state filers. Two (2) or more years of supervisory experience, mentoring and counseling associates desired. Ability to lead and supervise others, provide exceptional client service, stay current on applicable tax strategies, and demonstrate ethical knowledge and commitment to quality and timely completion of projects. Eligibility to work in the U.S., without sponsorship, highly preferred. Seniority level Mid-Senior level Employment type Full-time Note: This listing may include additional context and related roles for economic opportunity and recruiting purposes. #J-18808-Ljbffr Baker Tilly US
- A leading advisory firm in Frisco, TX is seeking a Mid-Senior level tax consultant to provide compliance and consulting services to high-net-worth clients. The ideal candidate will have over 8 years of tax planning experience and a strong background in personal and trust...SeniorPrivateFull time
$80k - $90k
Position Summary Our client is seeking an experienced Individual Tax Manager / Senior 1040 Tax Preparer to join their Allen, TX team. This person... ...client relationships Preferred Background Experience in a private CPA firm or regional/local public accounting firm Big 4 or...SeniorPrivateWork at officeLocal areaRemote workFlexible hours$139.2k - $293.5k
...core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously... ...of our industry. Job Description As a Senior Manager in our Tax Accounting Services (TAS)... ...to provide audit services to public and private entities while also helping clients...SeniorPrivateWork at officeLocal areaRemote workWorldwide$95.5k - $195.4k
...of our DNA across our audit, tax, and consulting groups. That's... ...challenges. We are seeking a Tax Manager with deep expertise in estate,... ..., manage, and transfer wealth efficiently while aligning with... ...audit services to public and private entities while also helping clients...PrivateWork at officeLocal areaRemote workWorldwide$79k - $132.71k
Baker Tilly US is seeking a Senior Associate for its Private Equity Fund Services team in Frisco, Texas. This role encompasses comprehensive fund administration services, including fund accounting and investor relations. The ideal candidate will have a BA/BS in Accounting...SeniorPrivate- The CORE Group is seeking a new Senior Tax Analyst to work at our Headquarters office in Frisco, Texas. As a Senior Tax Analyst, you will... ...annual tax compliance for partnerships, S-corporations, and private foundations that operate in multiple states Assist with shareholder...SeniorPrivateWork at officeLocal area
- ...in Frisco, TX seeks a Sr. Civil Engineer to lead cost-effective, client-focused land development projects for private owners and municipalities. You will manage projects from concept to completion, collaborate with multiple disciplines, and help grow new client...SeniorPrivate
- Farnsworth Group in Frisco, TX is seeking a Civil Engineer to work on municipal and private civil projects, including site design, water/wastewater, and roadway-related design. The role involves collaboration across disciplines and client engagement. The candidate should...SeniorPrivate
$160k
...Senior Tax Accounting Manager North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax provision processes for a growing team of nine. What You'll Do: Lead...Senior- IQ-EQ is seeking a qualified accounting/finance professional to join our Investor Services team. You will work with leading private equity and hedge fund clients, contributing to accurate financial reporting, allocations, and compliance. The role emphasizes teamwork, client...SeniorPrivate
- ...Job Description Seeking an experienced Individual Tax Manager / Senior 1040 Tax Preparer to join our Allen, TX team. This person responsible... ...relationships Preferred Background Experience in a private CPA firm or regional/local public accounting firm Big 4...PrivateLocal area
- ...Role: Senior Enterprise Architect Location: Frisco, TX (Onsite 3 days per week... ...Architect who has prior exp. in implementing private cloud solution on Openshift/Redhat.... ...inputs to drive the end-to-end incident management process for multiple offerings...SeniorPrivateContract workH1bRelocation3 days per week
$96.29k - $144.45k
...Advisory practice, we are seeking to add a Senior Consultant to our team. In this role,... ...complex financial needs. Our clients include privately held and publicly traded companies,... ...matters related to client and engagement management. Data gathering, document review and...SeniorPrivateLocal areaShift work$79k - $132.71k
Job Description We are searching for a Senior Associate to join our Private Equity Fund Services team. The role involves comprehensive fund administration... ...reporting, waterfall administration, capital event management, investor relations, treasury services, and general...SeniorPrivateLocal area- ...Senior Cloud Network Engineer Location: Frisco, TX (or) Bellevue, WA (Day 1 onsite)... ...network architectures, including Virtual Private Clouds (VPCs), subnets, routing tables, and... ...and other cloud platforms Configure and manage cloud networking services for secure...SeniorPrivateLocal area
- Tx Society Of CPAs in Allen, TX seeks an experienced Individual Tax Manager / Senior 1040 Tax Preparer to prepare, review, and sign personal returns, including Schedule C/E, K-1s, rental properties, and foreign income reporting. The role blends client interaction with...SeniorWork at officeRemote workFlexible hours
- ...internal and external stakeholders. The Senior Accountant will have primary responsibility... ...), Sales, HR, Legal, Marketing, Product Management, Professional Services, and Customer... ...public accounting experience 2 to 3 years private accounting experience Experience with...SeniorPrivateContract workLive inWork at officeLocal areaFlexible hoursShift work2 days per week
- ...Your Job Koch, one of the largest private companies in America, is seeking an International Tax Manager to join our growing tax team. This role provides a unique... ...F, and Foreign tax credits Develop and train senior tax analysts, tax analysts, and/or tax interns...PrivateWork at officeLocal areaFlexible hours
- Senior Project Manager, Land Development - Frisco, TX! Halff has an immediate opening for a Senior Project Manager in our Frisco office with... ...preferred. Project experience requiring large scale public and private infrastructure improvements, a plus. The position requires...SeniorPrivateTemporary workWork at officeImmediate startFlexible hours
- ...United States of America)Please review the following job description:Manage closing functions for Grandbridge and provide assistance to... ...with applicable credit, underwriting, operational, regulatory, tax and legal policies and procedures.QualificationsRequired Qualifications...SeniorFull timePart timeWork at officeShift workDay shift
- JPMorganChase is seeking a Senior Associate - Mortgage Finance Analytics to join their Global Private Bank team in Plano, Texas. In this role, you will deliver profitability... ...critical financial decisions within Asset & Wealth Management. Key responsibilities include executing...SeniorPrivateBank staff
- ...performing recruiters, this role is for you. We’re seeking a senior recruiter who can build, manage, and deliver consistent results in this highly visible... ...love. We’re proud to be one of the fastest-growing private companies in the U.S., and we’ve built the technology...SeniorPrivatePermanent employmentFull timeLocumLocal area
- FiberLight, LLC is seeking a Senior Accountant to support corporate accounting for a multi-state fiber networking company backed by a global private equity firm. The role involves month-end close, revenue recognition, and various accounting duties across projects, leases...SeniorPrivate
- ...every step of the way. Join us to invest in yourself, your career, and the financial world.The role:We are seeking an experienced Senior Manager, Secured Commercial Real Estate Lending to help lead SoFi Bank’s secured commercial real estate lending function. This role...SeniorRemote work
- ...is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...accurate preparation and maintenance of income tax records, returns, and reports to support compliance and financial integrity. It manages the preparation and review of income tax...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
- ...excellence. Establish enterprise service management and performance frameworks, including... ...environments. Experience working with Private Equity companies and their portfolio companies... ...clear, actionable recommendations for senior leaders. Proven ability to build and...SeniorPrivate
$70k - $95k
...exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Company Description We’re a leading Investor... ...Equity funds in diverse industries. You’ll collaborate with your manager, team, and support functions to meet client expectations and deliverables...SeniorPrivateLocal areaWorldwideFlexible hours- ...group fitness classes for older adults in senior living communities. Trainers are also... ...providing individualized attention through Private One-on-One Training and Small Group Training... ...and client notes to the Fitness Program Manager. Communicate class concerns or scheduling...SeniorPrivateHourly payFlexible hours
- ...least 3 years of experience in designing and managing security architectures--> Experience in... ...in managing data security on public/private cloud platform--> At least 3 years of experience... ...TechnologyExperience level: Mid-Senior LevelIndustry: Information Technology And...SeniorPrivate
$97.9k - $177.4k
...Senior Technical Product Owner The Senior Technical Product Owner will collaborate with Product Managers or the enablement team to define a clear tactical vision for product development... ...apparel through our co-brand and private label credit cards and pay-over-time products...SeniorPrivateFull timeTemporary workWork experience placementWork at officeImmediate startRemote workWork visaFlexible hours
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